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CBRE Group

579 hedge funds and large institutions have $15.6B invested in CBRE Group in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

15% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 198

1.89% more ownership

Funds ownership: 94.14%96.03% (+1.9%)

3% more capital invested

Capital invested by funds: $15.1B → $15.6B (+$471M)

1% more funds holding

Funds holding: 575579 (+4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

42% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $23.9M

Holders
579
Holders Change
+4
Holders Change %
+0.7%
% of All Funds
13.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
62
Increased
227
Reduced
198
Closed
52
Calls
$13.8M
Puts
$23.9M
Net Calls
-$10.1M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$36K +$2.98K +63 +9%
PCM
502
Prelude Capital Management
New York
$36K +$35.4K +748 New
ARMT
503
Amica Retiree Medical Trust
Rhode Island
$34K
KA
504
Kaizen Advisory
Illinois
$34K +$19.2K +406 +136%
HCM
505
Highlander Capital Management
New Jersey
$33K +$33.1K +700 New
RE
506
RBC Europe
United Kingdom
$32.2K
Bessemer Group
507
Bessemer Group
New Jersey
$32K
PHK
508
Point72 Hong Kong
Hong Kong
$31K +$30.3K +641 New
MWM
509
MinichMacGregor Wealth Management
New York
$30K
CAPTRUST Financial Advisors
510
CAPTRUST Financial Advisors
North Carolina
$30K +$16.7K +353 +131%
BDWM
511
Brewin Dolphin Wealth Management
Ireland
$29.6K
FPFS
512
First Personal Financial Services
North Carolina
$27K -$5.11K -108 -16%
FAM
513
Fred Alger Management
New York
$27K +$13.2K +280 +99%
ZB
514
Zions Bancorporation
Utah
$26K -$6.29K -133 -20%
IWP
515
Icon Wealth Partners
Texas
$25K +$24.9K +526 New
NSIM
516
North Star Investment Management
Illinois
$24K
WC
517
Whitnell & Co
Illinois
$24K
VFA
518
Valeo Financial Advisors
Indiana
$23K -$13K -274 -36%
GWM
519
Geneos Wealth Management
Colorado
$23K
MFBTD
520
MB Financial Bank - Trust Department
Illinois
$22K
SF
521
Synovus Financial
Georgia
$22K
Credit Agricole
522
Credit Agricole
France
$20K +$20.1K +425 New
TG
523
TLP Group
Illinois
$19K -$208K -4,407 -92%
AC
524
Avestar Capital
New York
$19K
CCM
525
Covington Capital Management
California
$19K

CBRE Hedge Fund Activity: Q2 2018 in Review

579 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2018, worth a combined $15.6B — up 3.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CBRE positions and 52 closed out — a net gain of 10 holders — while 227 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $498M. The largest seller was Vulcan Value Partners, cutting an estimated $114M.

  • 579 institutional investors held CBRE Group (CBRE) as of Q2 2018, up from 575 in Q1 2018.
  • Funds reported $15.6B of CBRE Group stock for Q2 2018, up 3.1% quarter-over-quarter.
  • 62 funds opened new CBRE Group positions in Q2 2018 and 52 closed out, a net change of +10 holders.
  • The largest CBRE Group buyer in Q2 2018 was Vanguard Group, an estimated $498M added.
  • The largest CBRE Group seller in Q2 2018 was Vulcan Value Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.